4th Annual Superannuation Seminar - SMSF Focus

Published on 20 Jul 2004
| Took place at The Menzies Hotel, Sydney
, NSW

So far this year the government has made several announcements regarding important changes to
superannuation. Practitioners who advise on superannuation and retirement planning need to fully understand these changes and how they will impact on their superannuation and retirement planning strategies.

Having identified widespread non-compliance the ATO has also indicated that it will be maintaining close scrutiny of SMSF trustees and auditors.

This superannuation seminar provided practitioners with an excellent opportunity to learn about the superannuation changes and the ATO audit activities in this area. The emphasis was on practical issues relevant to practitioners in their everyday advising.

Allocated and other pensions

Author(s): Mark WILKINSON This paper contains:
- a case study on how to pay an allocated pension out of a SMSF
- complete coverage of everything you need to know as an adviser to pay an allocated pension.